Most of the financial decisions you make have an impact on your taxes. As a result, it takes careful planning to employ tax-saving strategies. Our experienced team of tax professionals can address your unique needs and equip you with insight and answers to help reduce your taxes and financial risk while preserving your hard-earned wealth.

We provide customized guidance to fit your situation so that your tax strategy works in concert with other components of your financial framework and lifestyle. For business owners and executives, we also help you navigate the relationships and complexities of personal and business tax planning.

Services we offer include:​

Estate tax planning

Individual income tax planning

Stock option planning

Federal, state, and international tax

State residency planning

Cross-border tax planning

Tax impact of selling your business or transitioning ownership interests